Wealth is Complex.
We Make It Simple.

Your Family CFO — from first paycheck to lasting legacy.

For over 30 years, Kansas City families have trusted Buttonwood to coordinate their complete financial picture. We integrate tax strategy, investments, estate planning, and retirement — so you can focus on what matters most.

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$850M+

Assets Managed

30+

Years in Kansas City

200+

Families Served

Your Neighbors,
Not a Call Center

We're not a national firm with an 800 number. We're down the street — at 3013 Main, where we've served KC families for three decades.

1993 Founded in KC
200+ Local Families
3rd Gen Clients Served
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You are the CEO of your family. We serve as your Family CFO — coordinating and integrating your entire financial life.

Who We Work With

Your Family CFO Through Life

Pre-Career

Pre-Career

Lay the Foundation

We work with your younger generation to build a strong foundation for future financial success.

Early-Career

Early-Career

Critical Decisions

As income increases, critical decisions need to be made that will impact your future.

Mid-Career

Mid-Career

Focus on What Matters

Life is complex. We help you develop a foundation so you can focus on what's important.

Late-Career

Late-Career

The Next Phase

Ready for a change? Our focus shifts to cash flows to support your next phase of life.

Post-Career

Post-Career

Life Enjoyed

We provide confidence surrounding income, future generations, and your legacy.

What We Do

Comprehensive Wealth Strategy

As your Family CFO, we coordinate every aspect of your financial life into one cohesive strategy.

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Financial Advisory

Integrated guidance across all aspects of your financial life with personalized strategies.

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Investment Management

Conservative growth portfolios built on asset allocation theory and disciplined execution.

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Tax Strategy

Proactive tax planning working alongside your CPA to optimize across your entire financial picture.

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Retirement Planning

Comprehensive retirement income strategies designed for the lifestyle you've earned.

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Business Strategy

Specialized guidance for entrepreneurs balancing business growth with personal wealth.

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Estate & Legacy

Multigenerational wealth transfer strategies to protect your family for generations.

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Buttonwood Art Space

Supporting Our Community & Celebrating Local Artists

Our gallery in Midtown Kansas City provides a space for local and regional artists to share their work and their commitment to charitable causes.

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Ready to Explore the Benefits of Your Own CFO?

Schedule a conversation to discuss how Buttonwood can serve as your Family CFO through every stage of life.

Let's Talk